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Retirement Guys Formula’s McCormick & Company Non-Voting MKC Stock Holding History

Retirement Guys Formula’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,853
Closed -$1.01M – 175
2025
Q4 		$1.01M Sell
14,853
-221
-1% -$14.7K 0.46% 85
2025
Q3 		$1.01M Buy
15,074
+1,342
+10% +$94K 0.35% 94
2025
Q2 		$1.04M Buy
13,732
+1,730
+14% +$130K 0.4% 89
2025
Q1 		$988K Buy
+12,002
New +$941K 0.49% 83

Other funds holding MKC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Retirement Guys Formula's MKC Position: Q1 2026 in Review

Retirement Guys Formula sold out of McCormick & Company Non-Voting (MKC) in Q1 2026, closing a stake of 14,853 shares — an estimated $1.01M sold.

Retirement Guys Formula first reported a position in MKC in Q1 2025 and held it in 4 quarters. The position peaked at $1.04M in Q2 2025. 953 funds tracked by Wall St. Rank hold MKC as of Q1 2026.

  • Retirement Guys Formula reported no remaining McCormick & Company Non-Voting position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 14,853 McCormick & Company Non-Voting shares in Q1 2026, an estimated $1.01M.
  • Retirement Guys Formula first reported a position in McCormick & Company Non-Voting in Q1 2025 and held it in 4 quarters.
  • Retirement Guys Formula's McCormick & Company Non-Voting position peaked at $1.04M in Q2 2025.
  • 953 funds tracked by Wall St. Rank held McCormick & Company Non-Voting as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.